Private Client

Highly successful individuals and families often accumulate a wide range of valuable possessions and property – and with them substantial exposure to financial loss. Too often, not enough thought is given to the value, protection, and possible replacement of upscale homes, luxury vehicles, rare and fine art and jewelry collections, aircrafts, and watercrafts. We specialize in personal insurance for high-net-worth individuals with complex insurance needs and our Private Client team can help you understand your personal exposures to loss in order to customize your insurance portfolio and risk management plan.


Our individualized approach includes:

  • Personalized “invest the time to understand a client’s needs and lifestyle” philosophy
  • Comprehensive personal risk review and exposure analysis performed annually
  • Identifying uncovered exposures and recommending practical solutions
  • A strong focus on loss prevention and eliminating, reducing, and transferring risk
  • Design and delivery of a customized insurance portfolio
  • Oversight and management of all aspects of a client’s ongoing personal insurance needs

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